Wedge Capital Management L L P NC Has $6.16 Million Holdings in UnitedHealth Group Incorporated $UNH

Wedge Capital Management L L P NC decreased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 26.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 18,645 shares of the healthcare conglomerate’s stock after selling 6,786 shares during the quarter. Wedge Capital Management L L P NC’s holdings in UnitedHealth Group were worth $6,155,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in the business. North Capital Inc. raised its holdings in shares of UnitedHealth Group by 16.2% during the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after purchasing an additional 27 shares in the last quarter. Sunflower Bank N.A. boosted its holdings in UnitedHealth Group by 1.5% in the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after purchasing an additional 28 shares in the last quarter. Axis Wealth Partners LLC raised its holdings in UnitedHealth Group by 1.7% during the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after buying an additional 28 shares in the last quarter. Abound Wealth Management boosted its stake in shares of UnitedHealth Group by 13.5% during the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after acquiring an additional 29 shares in the last quarter. Finally, Cooper Financial Group raised its stake in shares of UnitedHealth Group by 0.7% in the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after acquiring an additional 30 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on UNH shares. Wells Fargo & Company decreased their target price on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. Truist Financial decreased their price objective on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a report on Monday, February 2nd. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Weiss Ratings cut shares of UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, March 2nd. Finally, Royal Bank Of Canada cut their price objective on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $259.15 on Friday. The firm has a fifty day moving average price of $290.39 and a two-hundred day moving average price of $322.43. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. The company has a market cap of $235.23 billion, a PE ratio of 19.65, a price-to-earnings-growth ratio of 1.19 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business had revenue of $113.73 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter in the prior year, the business earned $6.81 earnings per share. The firm’s revenue for the quarter was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a dividend of $2.21 per share. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.4%. UnitedHealth Group’s payout ratio is currently 67.02%.

More UnitedHealth Group News

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: UnitedHealthcare rolled out Avery, a generative AI companion aimed at simplifying member navigation, improving self‑serve capabilities and helping customer advocates handle requests more efficiently—this could boost engagement, lower service costs and improve retention if adoption scales. UnitedHealthcare introduces Avery generative AI companion
• Positive Sentiment: Analyst commentary highlights Avery’s potential to “redefine healthcare navigation at scale,” reinforcing the strategic case that AI-driven workflows could materially improve member experience and operational efficiency over time. Can UnitedHealth’s Avery Redefine Healthcare Navigation at Scale?
• Positive Sentiment: Erste Group nudged up its FY2027 EPS forecast slightly, suggesting some analyst conviction in UnitedHealth’s earnings trajectory despite recent volatility. Small estimate upgrades can support the longer‑term earnings story. UNH Valuation / Analyst Note (MarketBeat)
• Neutral Sentiment: Several outlets note analysts’ average rating as “Moderate Buy,” indicating consensus caution rather than strong conviction; useful context for positioning but not an immediate catalyst. UnitedHealth Given Average Rating of “Moderate Buy” by Analysts
• Neutral Sentiment: Zacks flagged UNH as a trending stock, summarizing factors investors should watch (scale, guidance, valuation) — informative for sentiment monitoring rather than a direct price driver. UNH Is a Trending Stock: Facts to Know
• Neutral Sentiment: Coverage in a mega‑cap roundup highlights UNH’s dominant position and limited upside from scale—useful framing for portfolio managers evaluating risk/return among large-cap names. 1 Mega-Cap Stock with Exciting Potential and 2 We Question
• Negative Sentiment: Analysts expect a single‑digit profit decline in UnitedHealth’s upcoming fiscal Q1 report, which can pressure near‑term multiples and sentiment if results follow the projection. Here’s What to Expect From UnitedHealth’s Next Earnings Report
• Negative Sentiment: Recent coverage pointing to weak recent share performance and a valuation check highlights market concern over the stock’s discount from prior highs and whether growth can reaccelerate—a likely contributor to today’s sell‑off. UnitedHealth Group (UNH) Valuation Check After Recent Weak Share Performance

UnitedHealth Group Profile

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.